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Updating and Reviewing Your Estate Plan: When and Why It Matters
Episode Summary:
In this episode, Adam Grant discusses the crucial step many families overlook – keeping their estate plan current. He emphasizes the significance of reviewing the plan periodically to ensure it aligns with changing life circumstances and laws. Adam highlights the flexibility of a living trust and the peace of mind that comes from knowing your assets are in order.
Key Timestamps:
00:00 – Introduction
01:30 – Why reviewing your estate plan is as important as creating it
03:45 – Life changes that necessitate an update
05:20 – Impact of changes in California law or tax rules…
The skinny
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